Client Service Associate (contract)

At BNY, our culture allows us to run our company better and enables you to grow and succeed. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

Job Summary:

This role sits within BNY’s Cash Management team and is responsible for supporting daily fund movement activities with precision and control. The Associate will process client cash activity including subscriptions, redemptions, and fund transfers, ensuring accuracy, timeliness, and adherence to strict operational controls. This is a high-volume, detail-heavy environment with structured workflows, offshore team coordination, and exposure to complex financial products. 2–3 months of ramp-up training is expected, with further development over time as product knowledge deepens.

Key Responsibilities:

• Cash Processing & Data Accuracy – Execute daily subscription/redemption entries, fund transfers, and reconciliations with zero-tolerance for error; ensure high-quality data entry as cash movements are triggered directly from system inputs.
• Workflow Ownership & Team Coordination – Allocate workload across a team of four and collaborate with offshore partners for Sun-to-Sun operational coverage; step in to review, approve, or support tasks as needed.
• Exception Handling & Review Controls – Conduct 4-eye checks within delegated monetary thresholds, investigate discrepancies, and escalate issues appropriately to maintain internal risk and compliance standards.
• Stakeholder Communication – Partner with internal functions such as client service, operations, and risk teams while proactively coordinating resolutions with external clients or custodians.
• Process Improvement & Product Exposure – Contribute to checklist optimization, system enhancements, and continuous-improvement initiatives while growing product knowledge across equity and other asset types.
  
  

Qualifications:

• 1–2 years of experience in banking operations, fund administration, or cash management
• Proven data entry accuracy and strong attention to detail
• Proficiency in Excel including Pivot Tables, VLOOKUPS, and ideally MACROS
• High school diploma required; bachelor’s degree preferred
• Strong written and verbal communication skills
• Ability to manage high-volume tasks against strict deadlines and checklists
  
  

Preferred Experience:

• Experience using Aladdin or similar order management/cash processing systems
• Exposure to financial services or asset management operations
• Familiarity working with offshore or split-shift operational teams
  
  

Why Join Us:

You’ll gain hands-on exposure to high-value transactions, complex product types, and operational governance at scale within a top-tier financial institution. This role offers a structured ramp-up period (2–3 months) with long-term development potential as you deepen your expertise across systems, products, and end-to-end trade lifecycle controls. If you’re detail-oriented, process-driven, and eager to build a career in financial operations, this is a strong foundational path.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

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Here’s a few of our recent awards:

America’s Most Innovative Companies, Fortune, 2025

World’s Most Admired Companies, Fortune 2025

“Most Just Companies”, Just Capital and CNBC, 2025

Pay Rate Range

25 - 31.5 USD hourly

Additional Notes

Applications will be accepted on an ongoing basis.

This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). Please note that this is not a full-time employment opportunity. Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the terms of the contract or engagement, please contact Tundra Technical Solutions directly.

Benefits Information

Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions.